Your Team

One Voice—One Direction

The most effective strategies are developed by top specialists working together, so we have assembled an elite team of internal and third-party professionals to see that your wealth management plan is sound.

The attorneys, accountants, investment analysts, and wealth managers who make up The Corundum Group are among the most respected, sophisticated minds in their fields—and the relationships we enjoy allow us to develop the best blueprint possible for attaining your goals.

Where firms who specialize in only one facet of wealth management are often reactive to modifications in law, the economy, and other variables that affect your portfolio, The Corundum Group serves as your family office, anticipating and adapting to these changes, and using them to your advantage.

Team coordination lies at the heart of The Corundum Group’s services. By acting as your chief point of contact we make certain that your tactical plans move in the proper direction, and that your long-term strategic goals always remain in focus.

Our quarterly consolidated reporting process will keep you up to date on your asset allocations and investment performance. At The Corundum Group, we provide you the tools and information necessary to your family legacy.

Team Resources

Investment Counsel

Accounting Firms

Legal Counsel

Personal Risk Management Advisors

Financial Consultants

* Investment products are not FDIC insured, not guaranteed by a bank and may lose value.